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【Summary】Points to Note in the Measurement and Payment Process for Engineering Projects

2018-02-03View Original

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This post was last edited by liuquan1100 on 2018-2-3 21:40. Measurement and payment in the construction of highway engineering projects is a key aspect, and it also serves as an effective means of controlling the progress of such projects. During the process of project supervision, supervision engineers must improve their professional qualities, study and master the relevant policies and regulations regarding measurement and payment, become proficient in operating computers and related software, and be familiar with the content of contract documents – especially the technical specifications – as well as the basic details of the project. Only in this way can they carry out measurement and payment tasks effectively.   Measurement and payment in the construction of highway engineering projects is a key element, as well as an effective means of controlling the progress of such projects. After arriving at the site at the early stage of the project, the first task to carry out is to establish a ledger for measurement and payment (contract-related records). Before creating this ledger, it is necessary to carefully review the quantity of engineering drawings, prepare a checklist for verifying the quantities involved in the project, and submit this verification report to the owner for approval. Based on the approved checklist, a detailed ledger of project quantities as well as a ledger for measurement and payment related to the highway construction project are then established. Before creating these ledgers, it is important to examine, from the perspective of measurement and payment, the contractor’s reports regarding the classification of units, sub-projects, and individual tasks; emphasis should be placed on the classification of individual tasks, as measurement and payment are based on these individual tasks as the basic unit. When classifying the projects, the following points should be taken into consideration: 1. The classification of projects must be carried out in accordance with Appendix A of the \"Highway Engineering Inspection and Evaluation Standards\" (which outlines the classification of individual projects, sub-projects, and individual tasks), as well as in light of the actual conditions of the project.   2. The division of tasks within the project must be consistent; that is, the contractor, the supervision team, the project execution office, and the highway authority should all have the same approach to task allocation for this project, so as to facilitate the review of payment reports.   3. The division of the project, especially the breakdown into sub-projects, should be designed to facilitate quality assessment as well as measurement and payment processes.   Based on the approved methods for classifying units, sections, and sub-projects, records of the quantity of work involved are maintained, along with accounts for the measurement and payment of highway construction projects, record sheets, and accounts for changes (additions). When establishing a ledger for changes (additions), it should be noted that such changes (additions) must be approved before they can be included in the ledger. Enter the approval number, approval date, and other details at the same time for easy reference in the future.   The mid-term measurement and payment work mainly involves the review of mid-term project costs as well as their measurement and payment. It is the amount that the owner shall pay to the contractor, after the contractor has completed a certain volume of work as required by the contract, based on the actual amount of work completed and the contract price, after deducting any applicable fees (such as retainers and advance payments). In road construction, the vast majority of the project funds are disbursed through interim payment settlements, so such settlements are the core of this process. This task requires attention to the following four aspects: 1. Medium-term measurement and payment are based on the actual amount of work completed. The quantity of work measured and paid for must remain within the limits specified in the approved list of project quantities. Any amount that exceeds the quantities listed in that table (or contract) must be subject to proper procedures for submitting and obtaining approval for design changes; such work can only be measured and paid for within the limits of the approved changed/added quantities.   2. Any work that is substandard or defective shall not be measured or paid for until it has been repaired in accordance with the requirements of the owner or the supervising engineer and meets the required quality standards; the costs associated with such repairs shall not be measured or compensated for. This is an effective way to ensure the quality of the work.   3. Strictly follow the procedures specified in the contract: conduct monthly measurements, review the measurement and payment reports at each level. The review and issuance of the measurement and payment reports as well as the payment certificates must not omit or skip any step in this process.   4. Deduct the amounts that should be recovered in a timely manner, and refuse to measure or pay any amounts that do not comply with the contract provisions.   In the work of measurement and payment, it is necessary to operate strictly in accordance with the relevant regulations on measurement and payment, to abide strictly by ** laws and related systems, to properly handle the relationship among the overall interests, the interests of the owner, and those of the construction company. At the same time, it is also essential to comply with the inherent principles of the project itself, and to manage properly the dialectical relationship among schedule, quality, and cost. When supervising project costs, the supervision engineer must ensure that every expense approved by them complies with **relevant policies and the provisions and requirements of the relevant project contract**, while also coordinating the relationship between the contractor and the owner.   In engineering projects, measurement-based payment is commonly carried out using traditional Excel for such tasks. This places a heavy burden on contract management staff, making it difficult to ensure the accuracy and timeliness of measurement and payment data. Especially in tasks that require extensive calculations, such as data verification, error detection, retrieval of historical data, and classification and aggregation of data from multiple contract sections, it is hard to achieve speed and accuracy. Furthermore, measurement is not merely a process for carrying out payments; it also involves collecting various project data at all times in order to conduct macro-control over project investment and progress in accordance with the contract and schedule. This process is primarily carried out jointly by the contractor, the supervisor, and the owner. However, at present, since the manual measurement process is only intended to facilitate payment and is inefficient, it is not possible to carry out “dynamic” management of the project.   To enhance the \"dynamic\" control of engineering investments and advance the process of modern management in engineering construction projects, and to replace the traditional approach of relying entirely on manual calculations and reviews for measurement tasks with a computer-assisted system, thereby making measurement and payment processes more accurate and timely, Youdi Technology has developed a cloud platform for project management – Jizhibao – to assist various organizations in managing measurements and payments in a scientific manner. A project management system utilizes big data, SAAS (cloud construction), and the sharing economy to create a standardized technical platform for traditional engineering construction processes. It helps all parties involved to reduce societal costs and improve efficiency, while also addressing issues such as the high costs associated with developing technical platforms on their own and the difficulties in upgrading such technologies. Since its launch, Jizhibao has successfully provided comprehensive payment measurement services for over 5,000 projects, earning high recognition within the industry.

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